To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
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First Global The India Super 50 | Multi Cap | Ms. Devina Mehra | 11 February 2020 | 4Y 9M | BSE 500 TRI | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 12.72% | 13.17% | 67.24% | 25.89% | 0.67 | 18.30% | 2.67 | 13.71% | 0.95 | 55.17 % |
Nifty 500 | 6.77% | 10.94% | 17.71% | 0.74 | 10.51% | 0.77 | 53.45 % | |||
Nifty Midcap 100 | -3.03% | 11.45% | 8.42% | 0.69 | 2.60% | 0.17 | 41.38 % | |||
Nifty Smallcap 100 | -4.63% | 10.33% | 5.70% | 0.41 | 3.72% | 0.19 | 39.66 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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Disclaimer
#Returns as of 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.